UBS Group Portfolio holdings
UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.
Top Buys
| 1 | $1.56B | |
| 2 | $585M | |
| 3 | $582M | |
| 4 | $514M | |
| 5 | $510M |
Top Sells
| 1 | $660M | |
| 2 | $549M | |
| 3 | $513M | |
| 4 | $480M | |
| 5 | $458M |
Sector Composition
| 1 | Technology | 19.91% |
| 2 | Financials | 12.02% |
| 3 | Healthcare | 8.45% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Industrials | 7.77% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $3.58M | 0% | 130,293 +67,761 | +108% | +$1.86M | |||
| $3.58M | 0% | 154,313 -3,033 | -2% | -$70.3K | |||
| $3.57M | 0% | 73,415 +56,359 | +330% | +$2.74M | |||
| $3.57M | 0% | 2,645,546 +2,017,265 | +321% | +$2.72M | |||
| $3.57M | 0% | 145,456 +86,660 | +147% | +$2.13M | |||
| $3.56M | 0% | 343,981 +246,479 | +253% | +$2.55M | |||
| $3.56M | 0% | 33,984 -4,971 | -13% | -$520K | |||
| $3.55M | 0% | 94,631 -11,526 | -11% | -$432K | |||
| $3.54M | 0% | 68,618 -36,929 | -35% | -$1.91M | |||
| $3.54M | 0% | 27,684 -6,115 | -18% | -$782K | |||
| $3.54M | 0% | 70,254 -7,344 | -9% | -$370K | |||
| $3.54M | 0% | 129,106 +31,263 | +32% | +$856K | |||
| $3.53M | 0% | 105,333 +98,628 | +1,471% | +$3.31M | |||
| $3.53M | 0% | 56,074 +10,349 | +23% | +$652K | |||
| $3.53M | 0% | 61,077 +4,230 | +7% | +$244K | |||
| $3.53M | 0% | 74,493 +1,419 | +2% | +$67.2K | |||
| $3.53M | 0% | 47,440 +11,762 | +33% | +$875K | |||
| $3.52M | 0% | 128,291 +29,747 | +30% | +$817K | |||
| $3.52M | 0% | 70,294 +11,087 | +19% | +$555K | |||
| $3.51M | 0% | 83,625 -40,193 | -32% | -$1.69M | |||
| $3.5M | 0% | 106,639 +26,538 | +33% | +$871K | |||
| $3.5M | 0% | 1,069,521 -360,118 | -25% | -$1.18M | |||
| $3.49M | 0% | 68,508 -63,985 | -48% | -$3.26M | |||
| $3.49M | 0% | 1,143,590 -250,905 | -18% | -$765K | |||
| $3.48M | 0% | 263,413 -5,895 | -2% | -$77.9K |
